Newsletters, articles and seminars for prospecting and
relationship development

An extensive library on social media such as a step-by-step
guide to establishing your profiles, managing relationships and navigating
compliance concerns

“We are excited to roll out to our advisers one of the most
robust retirement plan focused marketing platforms that exists today in the
independent broker/dealer space.We are
confident that the addition of this platform to our existing tools and support
will further drive the growth of our advisers’ businesses,” said Bill Chetney,
executive vice president of LPL Financial Retirement Partners.